Cobalt and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Cobalt and Sanctuary Wealth Advisor . Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Triggers

When this happens…

Cobalt
  • DAST finding detected Real-time
    DAST finding detected in Cobalt
  • Engagement finding state updated Real-time
    Engagement finding state updated in Cobalt
  • Finding comment created Real-time
    Finding comment created in Cobalt
  • Finding comment deleted Real-time
    Finding comment deleted in Cobalt
  • Finding comment updated Real-time
    Finding comment updated in Cobalt
  • Pentest finding deleted Real-time
    Pentest finding deleted in Cobalt
  • Pentest finding published Real-time
    Pentest finding published in Cobalt
  • Pentest finding state updated Real-time
    Pentest finding state updated in Cobalt
  • Pentest finding updated Real-time
    Pentest finding updated in Cobalt
  • Pentest created Real-time
    Pentest created in Cobalt
  • Pentest state updated Real-time
    Pentest state updated in Cobalt
  • Webhook event Real-time
    Webhook event in Cobalt

    • Any other trigger you can think up

Actions

Do this…

Cobalt
  • Create asset
    Create asset in Cobalt
  • Create external ticket reference
    Create external ticket reference in Cobalt
  • Create finding comment
    Create finding comment in Cobalt
  • Create pentest
    Create pentest in Cobalt
  • Create webhook
    Create webhook in Cobalt
  • Delete asset
    Delete asset in Cobalt
  • Delete external ticket reference
    Delete external ticket reference in Cobalt
  • Delete finding comment
    Delete finding comment in Cobalt
  • Delete pentest
    Delete pentest in Cobalt
  • Delete webhook
    Delete webhook in Cobalt
  • Duplicate pentest
    Duplicate pentest in Cobalt
  • Get asset
    Get asset in Cobalt
  • List assets
    List assets in Cobalt
  • Get Attack Surface Stats
    Get Attack Surface Stats in Cobalt
  • Get DAST finding
    Get DAST finding in Cobalt
  • List DAST findings
    List DAST findings in Cobalt
  • Get DAST scan
    Get DAST scan in Cobalt
  • List DAST scans
    List DAST scans in Cobalt
  • Get DAST target
    Get DAST target in Cobalt
  • List DAST targets
    List DAST targets in Cobalt
  • Get engagement finding
    Get engagement finding in Cobalt
  • Get engagement findings
    Get engagement findings in Cobalt
  • Get engagements
    Get engagements in Cobalt
  • Get pentest finding
    Get pentest finding in Cobalt
  • Get finding comment
    Get finding comment in Cobalt
  • List finding comments
    List finding comments in Cobalt
  • Get available states for pentest finding
    Get available states for pentest finding in Cobalt
  • List pentest findings
    List pentest findings in Cobalt
  • List organizations
    List organizations in Cobalt
  • Get pentest
    Get pentest in Cobalt
  • Get pentest report
    Get pentest report in Cobalt
  • List pentests
    List pentests in Cobalt
  • Get webhook
    Get webhook in Cobalt
  • List webhooks
    List webhooks in Cobalt
  • Search external ticket references
    Search external ticket references in Cobalt
  • Set engagement finding state
    Set engagement finding state in Cobalt
  • Update asset
    Update asset in Cobalt
  • Update external ticket reference
    Update external ticket reference in Cobalt
  • Update pentest finding state
    Update pentest finding state in Cobalt
  • Update finding comment
    Update finding comment in Cobalt
  • Update pentest
    Update pentest in Cobalt
  • Update webhook
    Update webhook in Cobalt

    • Any other action you can think up

Sanctuary Wealth Advisor
  • Get Account Asset Values
    Holdings for one account, with a cash subtotal
  • Get Account Transactions
    Transactions in a date range, with a withdrawal subtotal
  • Get Account Value
    Market value for one account, current or as of a date
  • Get Benchmark & Risk Profile
    Household risk and benchmark figures. Response shape unverified
  • Get Beneficiaries (by Rep)
    Beneficiaries for a rep, filtered to account IDs
  • Get Client Detail
    One client record. Verbose adds portfolio and household members
  • Get Client Registrations
    Registrations for one client
  • Get Household Portfolio Cards
    Household performance cards. Response shape unverified
  • Get Performance & Allocation Summary
    Household performance and allocation. Response shape unverified
  • Get RMD (by Rep)
    RMD figures for a rep, filtered to account IDs
  • Get Signed In User
    Advisor identity, read from Orion on every call
  • Get Systematics (by Rep)
    Systematic distributions for a rep, filtered to account IDs
  • List Accounts (Grid View)
    Accounts with client and household join keys
  • List Billing Clients
    Client level fee schedule and billing status
  • List Billing Schedules
    Fee schedule names and types. Rates are free text - never parse them
  • List Clients
    Clients from the plain route. Use the Grid view if this 404s
  • List Clients (Grid View)
    Client list. The reliable one - start here
  • List Portfolio Assets
    Holdings for a set of account IDs
  • List Registrations
    Registration reference list. Fetch once at build time
  • List Transaction Types
    Transaction type IDs. Fetch once, then hard code the withdrawal IDs
  • Search Accounts (Simple)
    Find accounts by name, number, or client ID

    • Any other action you can think up

One platform

  • Power
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  • Speed
  • Innovation